PDS Planning’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $485K | Buy |
4,030
+18
| +0.4% | +$2.18K | 0.03% | 307 |
|
|
2026
Q1 | $479K | Hold |
4,012
| – | – | 0.03% | 278 |
|
|
2025
Q4 | $476K | Buy |
4,012
+22
| +0.6% | +$2.63K | 0.03% | 267 |
|
|
2025
Q3 | $478K | Hold |
3,990
| – | – | 0.03% | 260 |
|
|
2025
Q2 | $473K | Buy |
3,990
+21
| +0.5% | +$2.44K | 0.04% | 250 |
|
|
2025
Q1 | $462K | Hold |
3,969
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $433K | Buy |
3,969
+29
| +0.7% | +$3.28K | 0.04% | 214 |
|
|
2024
Q3 | $451K | Sell |
3,940
-32
| -0.8% | -$3.52K | 0.04% | 214 |
|
|
2024
Q2 | $416K | Buy |
3,972
+18
| +0.5% | +$1.87K | 0.04% | 203 |
|
|
2024
Q1 | $416K | Hold |
3,954
| – | – | 0.04% | 193 |
|
|
2023
Q4 | $397K | Sell |
3,954
-217
| -5% | -$21.1K | 0.05% | 180 |
|
|
2023
Q3 | $398K | Sell |
4,171
-181
| -4% | -$17.7K | 0.05% | 164 |
|
|
2023
Q2 | $427K | Sell |
4,352
-123
| -3% | -$12.1K | 0.05% | 156 |
|
|
2023
Q1 | $433K | Buy |
4,475
+416
| +10% | +$39.6K | 0.06% | 135 |
|
|
2022
Q4 | $386K | Buy |
4,059
+12
| +0.3% | +$1.13K | 0.06% | 125 |
|
|
2022
Q3 | $358K | Sell |
4,047
-647
| -14% | -$61.8K | 0.07% | 114 |
|
|
2022
Q2 | $444K | Buy |
4,694
+5
| +0.1% | +$495 | 0.08% | 106 |
|
|
2022
Q1 | $491K | Sell |
4,689
-60
| -1% | -$6.19K | 0.09% | 94 |
|
|
2021
Q4 | $514K | Sell |
4,749
-188
| -4% | -$19.9K | 0.1% | 90 |
|
|
2021
Q3 | $507K | Sell |
4,937
-12
| -0.2% | -$1.26K | 0.12% | 88 |
|
|
2021
Q2 | $509K | Sell |
4,949
-54
| -1% | -$5.52K | 0.12% | 85 |
|
|
2021
Q1 | $494K | Sell |
5,003
-3,313
| -40% | -$321K | 0.14% | 78 |
|
|
2020
Q4 | $806K | Sell |
8,316
-338
| -4% | -$31.9K | 0.28% | 48 |
|
|
2020
Q3 | $795K | Sell |
8,654
-55
| -0.6% | -$5.03K | 0.32% | 48 |
|
|
2020
Q2 | $763K | Sell |
8,709
-1,013
| -10% | -$87.7K | 0.35% | 45 |
|
|
2020
Q1 | $781K | Buy |
9,722
+1,312
| +16% | +$121K | 0.5% | 37 |
|
|
2019
Q4 | $806K | Sell |
8,410
-503
| -6% | -$47.9K | 0.51% | 39 |
|
|
2019
Q3 | $844K | Buy |
8,913
+1,246
| +16% | +$116K | 0.59% | 37 |
|
|
2019
Q2 | $706K | Sell |
7,667
-213
| -3% | -$19.2K | 0.53% | 37 |
|
|
2019
Q1 | $705K | Sell |
7,880
-852
| -10% | -$73.2K | 0.55% | 37 |
|
|
2018
Q4 | $710K | Sell |
8,732
-473
| -5% | -$39.9K | 0.61% | 36 |
|
|
2018
Q3 | $809K | Buy |
9,205
+438
| +5% | +$37.7K | 0.69% | 31 |
|
|
2018
Q2 | $728K | Sell |
8,767
-571
| -6% | -$47.8K | 0.72% | 31 |
|
|
2018
Q1 | $783K | Sell |
9,338
-1,447
| -13% | -$122K | 0.79% | 30 |
|
|
2017
Q4 | $909K | Buy |
+10,785
| New | +$898K | 0.92% | 28 |
|
Other funds holding ACWV
AL
PDS Planning's ACWV Position: Q2 2026 in Review
PDS Planning increased its iShares MSCI Global Min Vol Factor ETF (ACWV) stake by 0.45% in Q2 2026, buying an estimated $2.18K and bringing the position to 4,030 shares worth $485K. The position accounts for 0.03% of the portfolio, ranked #307.
PDS Planning first reported a position in ACWV in Q4 2017 and has held it in 35 quarters since. The position peaked at $909K in Q4 2017. 311 funds tracked by Wall St. Rank hold ACWV as of Q2 2026.
- PDS Planning held 4,030 shares of iShares MSCI Global Min Vol Factor ETF worth $485K as of Q2 2026.
- PDS Planning bought 18 iShares MSCI Global Min Vol Factor ETF shares in Q2 2026, an estimated $2.18K.
- iShares MSCI Global Min Vol Factor ETF made up 0.03% of PDS Planning's portfolio in Q2 2026, its #307 holding.
- PDS Planning first reported a position in iShares MSCI Global Min Vol Factor ETF in Q4 2017 and has held it in 35 quarters since.
- PDS Planning's iShares MSCI Global Min Vol Factor ETF position peaked at $909K in Q4 2017.
- 311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q2 2026.
Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.